Webinar: Small Businesses Valuation in the Shadow of COVID-19

Oct 29, 2020 02:00pm -
Oct 29, 2020 03:00pm
(GMT-5)

Event Description

AAA-CPA Webinar

Small Businesses Valuation in the Shadow of COVID-19

 

Presented by: Gregory Caruso, JD, CPA, CVA

 

Thursday, October 29, 2020 

2:00pm - 3:00pm Eastern

Program Description

The program will focus on small businesses valuation in the shadow of Covid-19. Covid-19's effects on the economy has magnified risk and uncertainty for small business - lowering most businesses valuations.

 

The program will look at the economic impacts on small business including creative solutions some owners and management teams have come up with to survive and thrive. We will then dive into problematic areas of actual small business valuation cases to review theory and tie it into the actual application of methods using best practices and professional judgment. Finally we will look at why now may be an excellent time to gift business interests. This webinar will be hands on with audience questions and succinct opinions welcomed.

 

Learning Objectives

  • Distinguish differing risk factors between large companies and small companies.
  • Understand how some companies are surviving and even prospering in these times of uncertainty.
  • Collection of qualitative data which I refer to as "soft data" such as internal soft data (processes, management, etc.) and external soft data (economy, industry, etc.) and then the application of findings to valuation cash flows and risk adjustments.
  • Estimating and applying a Covid-19 marketability discount for a control interest / and lack of control interest for periods of high uncertainty.
  • Reviewing a projection to determine suitability as a forecast and to then apply to future cash flow estimates
  • Integrating the balance sheet or in some cases lack of balance sheet into micro and small business valuations.


Date & Time

Webinar: Thursday, October 29, 2020                                                                

2:00 p.m. - 3:00 pm Eastern (11:00 am Pacific)

Education

NASBA approved for 1.0 CPE credit; 1.0 (M)CLE credit*

Please note CPE credit cannot be provided if you participate only via telephone

Cost

Education Credit*: AAA-CPA Members $15.00; Non-Members $30.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 

 

Speaker Information

 

Gregory R. Caruso, JD, CPA, CVA

Author, Business Broker & Valuation Expert, Lifelong Learner, Skier.

 

After valuing hundreds of small businesses, brokering over 60, and being Editor in Chief of "Around the Valuation World," the National Association of Certified Valuators and Analysts monthly continuing education webinar, he has written "The Art of Business Valuation, Accurately Valuing a Small Business." In this book, he shares effective valuation methodologies and common-sense practices for valuing small businesses with revenues less than $10 million. As he frequently explains, Home Depot is not the same as a local hardware store, nor should it be valued the same way!

Some people know what they want to do when they grow up and spend their entire lives in that one area. Greg has taken the road less traveled, enjoying a number of different professions and learning as much as he can from each. After stints in construction project management, home building, sales and law, he collected all of his knowledge in these areas and has been working as a business valuation expert and business broker for the last two decades. 

 

Please contact info@attorney-cpa.com with any questions. 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.  

 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.  

 

*(M)CLE varies by state. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.

 
 
 

 

Event Type:Study Group
Early registration ends on Sep 17, 2020.
Regular registration starts on Sep 18, 2020 and ends on Oct 29, 2020.
Late registration starts on Oct 30, 2020.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Certificate of Completion
Member Fee: $15.00$15.00$15.00
Non-Member Fee: $30.00$30.00$30.00
 Listen Only
Member Fee: $0.00$0.00$0.00
Non-Member Fee: $25.00$25.00$25.00